Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,482
+$918 QoQ
Shares Held
179
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Basecamp Wealth Advisors LLC holds $412,090 across 10 Insurance Brokers names. BRO ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,413 | $235,504 | |
| 2 | AON |
Aon plc
|
317 | $105,145 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
140 | $32,139 | |
| 4 | ERIE |
Erie Indemnity Co
|
79 | $18,940 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
179 | $11,482 | |
| 6 | WTW |
Willis Towers Watson PLC
|
18 | $4,704 | |
| 7 | CRVL |
Corvel Corp
|
36 | $2,250 | |
| 8 | CRD-A |
Crawford & Co
|
118 | $1,329 |
All Filings in BRO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,482 | 179 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,564 | 162 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $12,911 | 162 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||